Heffernan Advisory’s XPO XPO Stock Holding History

Heffernan Advisory’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$338K	Buy	+1,920	New	+$377K	0.23%	35

Other funds holding XPO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Heffernan Advisory's XPO Position: Q3 2026 in Review

Heffernan Advisory opened a new position in XPO (XPO) in Q3 2026: 1,920 shares worth $338K. The stake represents 0.23% of the portfolio and ranks #35 among its holdings.

339 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

Heffernan Advisory held 1,920 shares of XPO worth $338K as of Q3 2026.
XPO was a new Heffernan Advisory position in Q3 2026.
XPO made up 0.23% of Heffernan Advisory's portfolio in Q3 2026, its #35 holding.
339 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.